Portside Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 156,374 shares of SPYV stock, worth $8.14 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
156,374
Previous 110,147
41.97%
Holding current value
$8.14 Million
Previous $5.52 Billion
38.11%
% of portfolio
1.45%
Previous 1.02%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.91 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.87 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$463 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$382 Million6.14% of portfolio